[Group Prediction] will the United States succeed in buying its way into the powerhouse chipmaking industry?  
https://www.politico.com/news/2023/02/14/taiwan-tech-king-pelosi-powerhouse-microchip-industry-00082646

[Group Prediction] will the United States succeed in buying its way into the powerhouse chipmaking industry?   https://www.politico.com/news/2023/02/14/taiwan-tech-king-pelosi-powerhouse-microchip-industry-00082646

Sam Mendoza

Nikolas Kong

I didn’t look this one up, because i believe we all recognize that it didn’t happen in 2023.  Sorry @Sam Mendoza

People don't seem to know that TSMC also designs the parts on the chips as well as manufactures them. Nvidea, Apple, AMD "design" their own chips using components made by TSMC. Yes TSMC manufactures all their CPUs and if they were to switch, they would likely need to redesign their chips.

Samsung and Intel being direct competitors with said companies aren't likely to make an agreement to build chips for competitors. Intel wants to, apparently, but they still are a competitor so why would they let them. Also Intel kinda sucks now. After repeatedly promising 7nm for 3 years and constantly failing to actually deliver. It's lost a lot of investor and consumer confidence.

TSMC has a large moat. If they fail, it means that everyone is going to be using slower shittier technology. The real question is: is Apple, Nvidea, AMD okay with that? I think they will stay with TSMC since TSMC is building a huge fab in AZ so supply is protected from China and keeps the USA trade sanctions happy.

I have 100 or 200 shares of TSMC.

People don't seem to know that TSMC also designs the parts on the chips as well as manufactures them. Nvidea, Apple, AMD "design" their own chips using components made by TSMC. Yes TSMC manufactures all their CPUs and if they were to switch, they would likely need to redesign their chips.  Samsung and Intel being direct competitors with said companies aren't likely to make an agreement to build chips for competitors. Intel wants to, apparently, but they still are a competitor so why would they let them. Also Intel kinda sucks now. After repeatedly promising 7nm for 3 years and constantly failing to actually deliver. It's lost a lot of investor and consumer confidence.  TSMC has a large moat. If they fail, it means that everyone is going to be using slower shittier technology. The real question is: is Apple, Nvidea, AMD okay with that? I think they will stay with TSMC since TSMC is building a huge fab in AZ so supply is protected from China and keeps the USA trade sanctions happy.  I have 100 or 200 shares of TSMC.

Gadgets

Food Porn

Bio hacking

Science is awesome 🧬🦾🚀🤯

Hip-Hop

Nate

💯 this is like how it’s not going to be nearly as easy as it’s described to move manufacturing for anything out of China to India or elsewhere, but maybe even more so

Peter Zeihan’s book gives a great summary of why ending semiconductor exposure to Taiwan will be very challenging for the US to pull off

In short - you need to move hundreds of firms out of Taiwan, not just one.

According to Zeihan, Taiwan Semi Conductor isn’t the leading innovator in the space because of just its own innovation. Their model is to keep close track of the hundreds of Taiwanese suppliers that focus on improving one semiconductor component, and select the best innovations for their own chips

Peter Zeihan’s book gives a great summary of why ending semiconductor exposure to Taiwan will be very challenging for the US to pull off  In short - you need to move hundreds of firms out of Taiwan, not just one.  According to Zeihan, Taiwan Semi Conductor isn’t the leading innovator in the space because of just its own innovation. Their model is to keep close track of the hundreds of Taiwanese suppliers that focus on improving one semiconductor component, and select the best innovations for their own chips

Sam Mendoza

A group of likeminded people in The Most Important Thing are talking about this.